Touchstone Dividend Equity Fund Institutional Class TQCIX Strategy
Strategy
The investment seeks current income and capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in equity securities of U.S. large-cap companies that have historically paid dividends. It will generally hold 65 to 90 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may, at times, hold fewer securities and a higher percentage of cash and equivalents when, among other reasons, the Sub-Advisor cannot find a sufficient number of securities that meets its purchase requirements.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
TQCYX
| Touchstone Dividend Equity Fund Class Y | No Load | Open | $702.70M | 0.760% | Average | $2,500 | −$85.00M | |||
TQCIX
| Touchstone Dividend Equity Fund Institutional Class | Institutional | Open | $3.20M | 0.650% | Average | $500,000 | −$422,976.53 | |||
TQCAX
| Touchstone Dividend Equity Fund Class A | Front Load | Open | $1.58B | 0.990% | Average | $2,500 | −$150.25M | |||
TQCCX
| Touchstone Dividend Equity Fund Class C | Level Load | Open | $83.23M | 1.690% | Average | $2,500 | −$60.55M | |||
TQCRX
| Touchstone Dividend Equity Fund Class R6 | Retirement, Large | Open | $17.64M | 0.640% | Above Average | $50,000 | $6.99M |